Excel 2013: Working with Your Microsoft Account and OneDrive

Lesson 2: Working with Your Microsoft Account and OneDrive


Working with your Microsoft account and OneDrive

Screenshot of Microsoft accountSigning in to a Microsoft account

Many of the new features in Office 2013 are geared toward saving and sharing files online. To use these features, you'll need to get a free Microsoft account (previously called a Windows Live ID) if you don't already have one. You can then log in to your Microsoft account to access your OneDrive, which is an online storage space for your documents and other files.

Benefits of using a Microsoft account

Here are a few of the things you'll be able to do with your Microsoft account:

  • Access your files anywhere: You can save files to your OneDrive, so you'll be able to access them from any computer that has an Internet connection. This also helps to keep your files safe if anything happens to your computer.
  • Edit documents in your web browser: If you're using a computer that doesn't have Microsoft Office, you can use Office Online (previously known as Office Web Apps) to edit documents in your browser for free. Office Online includes simplified versions of Word, Excel, PowerPoint, and OneNote.
  • Share files: It's easy to share your OneDrive files with friends and coworkers. You can choose whether they can edit or simply read the files. This option is great for collaboration because multiple people can edit a document at the same time (also known as co-authoring).

If you don't already have a Microsoft account, you can go to the Creating a Microsoft Account lesson in our Microsoft account tutorial.

To sign in to Office 2013:

When you use Office for the first time, it will ask you to sign in to your Microsoft account. However, if you don't sign in at that time, you can always sign in later.

  1. In the upper-right corner, click Sign in.

    Screenshot of Office 2013Clicking Sign in
  2. Type your email address, then click Sign in.

    Screenshot of Office 2013Typing an email address and clicking Sign in
  3. Click the Password field.

    Screenshot of Office 2013Clicking on the Password field
  4. Type your password, then click Sign in.

    Screenshot of Office 2013Signing in
  5. Your account name will now appear in the upper-right corner.

    Screenshot of Office 2013The account name

Signing out of Office 2013

If you're using Office at home or at work, it's usually more convenient to stay signed in. However, if you're using a shared computer (for example, at a library or business center), it's important to sign out when you're done. This will prevent others from accessing your OneDrive files.

  1. Click the File tab.

    Screenshot of Office 2013Clicking the File tab
  2. Click Account, then select Sign out.

    Screenshot of Office 2013Clicking Sign out
  3. A warning message will appear. Click Yes to sign out.

    Screenshot of Office 2013Clicking Yes to sign out

If you sign in to Windows 8 with your Microsoft account, you'll automatically be signed in to Office 2013, and it will not let you sign out of Office. Instead, you can sign out of Windows 8 to prevent other people from accessing your files.

Storing files in the cloud with OneDrive

Once you've signed in to your Microsoft account, your OneDrive will appear as an option whenever you save or open a file. You still have the option of saving files to your computer. However, saving files to your OneDrive allows you to access them from any other computer, and it also allows you to share files with friends and coworkers.

For example, when you click Save As, you can select either OneDrive or Computer as the save location.

Screenshot of Office 2013Saving a file to OneDrive

To learn more, you can check out our lessons on Creating and Opening Workbooks and Saving and Sharing Workbooks.

Uploading existing files safely

You may already have documents on your computer, such as in your Documents library or on your Desktop. If you decide to upload them to OneDrive, it's important to understand that you're actually uploading a copy of each file. To avoid problems, you should only edit the version that is in your OneDrive. If you still have a copy of the file on your computer (for example, in your Documents library), you can either delete that copy or keep it as a backup.

Another solution is to download the OneDrive Desktop App. The app creates a folder on your computer that stays in sync with your OneDrive. You can then simply move your documents into that folder to upload them to your OneDrive. Because the files will stay in sync, you are free to open them either from the folder or from your OneDrive.

Screenshot of WindowsMoving a file into the OneDrive folder

For more information on the OneDrive Desktop App, check out the Getting Started with OneDrive lesson in our OneDrive and Office Online tutorial.

Sharing and collaborating with OneDrive

Office 2013 allows you to share documents, spreadsheets, and presentations. Once you've saved a file to your OneDrive, you can invite people to read or edit it. The people you share with do not need to have Office 2013; they can read or make simple edits with Office Online.

Collaborating in Office

With some projects, you may have several people who need to edit the same document. When you share a document with OneDrive, multiple people can edit it at the same time. This is known as co-authoring. Co-authoring can be used with Word and PowerPoint, but it does not currently work with Excel. Each person will need to use either Office 2013 or Office Online.

Screenshot of Word 2013Co-authoring with Word 2013

If more than one person is editing a document, you'll see an icon at the bottom of the screen that shows how many other people are currently editing it. You can see their names by clicking the icon.

Screenshot of Word 2013Viewing the names of other editors

Co-authoring works a little differently in each Office program. For example, in Word 2013 you won't see everyone's changes to the document as they make them. Instead, every time you save the document it will update to show everyone's changes. Also, co-authoring does not work in Excel 2013, but it does work if everyone is using Excel in Office Online.